Karbon + NetSuite

Create or update NetSuite records when new Karbon contacts appear

Simplify your relationship management using this workflow between Karbon and NetSuite. On the creation of a new contact in Karbon, this operation will adjust your NetSuite database, either generating a fresh entry or updating an existing one. This seamless process offers a solution to eradicate manual record keeping, promoting data consistency and efficiency.

Simplify your relationship management using this workflow between Karbon and NetSuite. On the creation of a new contact in Karbon, this operation will adjust your NetSuite database, either generating a fresh entry or updating an existing one. This seamless process offers a solution to eradicate manual record keeping, promoting data consistency and efficiency.

  1. When this happens...
    KarbonKarbon
    New Person Contact

    Triggers when a new person contact is created.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Upsert (Create or Update) Record

    Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • Karbon triggers, actions, and search

    Person Contact Updated

    Triggers when a person contact is updated.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    Organization Contact Updated

    Triggers when an organization contact is updated.

    Trigger
    Instant
    Try It
    • IdRequired

    • First NameRequired

    • Last NameRequired

    • Client Identifier

    • Contact Type

    • Preferred Name

    • Salutation

    • Email Address

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    Action
    Write
    • IdRequired

    • NameRequired

    • Client Identifier

    • Contact Type

    • Website

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
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About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
Learn more

Related categories

  • Project Management
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netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)